Gladstone Institutional Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
4,492
+1,905
| +74% | +$190K | 0.02% | 524 |
|
|
2025
Q1 | $228K | Buy |
+2,587
| New | +$228K | 0.01% | 654 |
|
|
2020
Q1 | – | Sell |
-4,536
| Closed | -$259K | – | 298 |
|
|
2019
Q4 | $259K | Sell |
4,536
-680
| -13% | -$38.8K | 0.06% | 216 |
|
|
2019
Q3 | $283K | Sell |
5,216
-432
| -8% | -$23.4K | 0.07% | 217 |
|
|
2019
Q2 | $307K | Buy |
+5,648
| New | +$307K | 0.09% | 197 |
|